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Posts From Christopher Carosa, CTFA

Retirement Planning Using Return Assumptions vs. Return Requirements – A Fiduciary Perspective

    Retirement Planning Using Return Assumptions vs. Return Requirements – A Fiduciary Perspective

The evolution towards more effective retirement planning is already underway, and many fiduciaries are breathing a sigh of relief because of it.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/22/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/22/16

Bad State retirement plans, Fiduciary Rule’s a comin’ (oh yeah), and zigging investments when you should be zagging.

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Exclusive Interview with Roger Wohlner

    Exclusive Interview with Roger Wohlner

Popular financial blogger offers thoughts on issues important to financial professionals.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/15/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/15/16

The State in Flux, “Fiduciary” as product, and 12b-1 redux.

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3 Rules for Retirement Savers During Falling Markets

    3 Rules for Retirement Savers During Falling Markets

Why disciplined retirement savers benefit from falling markets.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/8/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/8/16

Insanity, Trying, and “Annuity Season”

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401k Plan Sponsors Shift from Investment Focus to Emphasizing Retirement Readiness

    401k Plan Sponsors Shift from Investment Focus to Emphasizing Retirement Readiness

Is the industry up to the task of leading the charge towards retirement readiness?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/1/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/1/16

Truth revealed when no one is reading, much ado about fiduciary nothing, and silly talk for the silly investment season.

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The Ten Most Popular 2015 FiduciaryNews.com Articles for the 401k Plan Sponsor and Fiduciary

    The Ten Most Popular 2015 <em>FiduciaryNews.com</em> Articles for the 401k Plan Sponsor and Fiduciary

Don’t be surprised if this collective wisdom confirms certain instincts you have always possessed, drives a stake in the heart of a myth you’ve long embraced, and opens your mind to an idea you’ve never thought to consider.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/25/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/25/15

Regulator showdown? Fiduciary liability redux? and Failing 401k Fee 101?

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